Client-Focused Banking Advisor at National Bank
National Bank • sherbrooke, Canada
Role Description
Embark on a rewarding career as a Banking Advisor with National Bank, where you will enhance client satisfaction with tailored financial solutions. Use your analytical skills to address diverse client needs and improve their financial journey.
As a Banking Advisor, you will support both Personal and Small Business clients in navigating their transaction, investment, and estate planning needs. Your role requires active listening, problem-solving abilities, and a commitment to compliance and risk management. Team up with branch specialists, ensuring all clients receive exceptional, personalized service and support.
Key Responsibilities:
• Listen to clients and resolve complex financial situations
• Advise on personal finance, insurance, and investment options
• Support clients during mortgage renewals and renegotiations
• Ensure adherence to compliance and risk management standards
• Refer clients to specialists for tailored support
Requirements:
• College dipl...
As a Banking Advisor, you will support both Personal and Small Business clients in navigating their transaction, investment, and estate planning needs. Your role requires active listening, problem-solving abilities, and a commitment to compliance and risk management. Team up with branch specialists, ensuring all clients receive exceptional, personalized service and support.
Key Responsibilities:
• Listen to clients and resolve complex financial situations
• Advise on personal finance, insurance, and investment options
• Support clients during mortgage renewals and renegotiations
• Ensure adherence to compliance and risk management standards
• Refer clients to specialists for tailored support
Requirements:
• College dipl...